Know Your PMS · Monthly tearsheet
ASTEYA LARGE and MID CAP FUND - DPMS
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Aug_20265 months filedBM: NIFTY50TRIBM: Nifty 50 TRI
CAGR
Needs 12 months
Total return
2.34%
Max drawdown
-2.16%
Sharpe
Needs 12 months
Sortino
Needs 12 months
Calmar
Needs 12 months
Win months
40.00%
Best / worst month
3.4% / -2.2%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | – | – | – | 0.00% | -2.16% | 1.21% | 3.37% | -0.02% | – | – | – | – | 2.34% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| May_2026 | May_2026 | Jul_2026 | 2.16% | 2 mo |
| Aug_2026 | Aug_2026 | Ongoing | 0.02% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
2 mo
Longest loss streak
1 mo
Ann. volatility
6.26%
Downside deviation
5.29%